What documents does UnitPlus Business provide me with for accounting purposes?

UnitPlus Business provides companies with comprehensive tax information to assist them with the complete declaration of all investment income in their tax returns. Investing companies receive the following information in particular:

– Information on the tax cost valuation and subsequent valuation as at December 31 of a year
– Information on all realized capital gains and losses of a year
– Information on the advance lump sum deemed to have been received, taking into account acquisitions made during the year, if relevant